Tuesday , May 21 2024

Prudential Hire – Financial Advisor

Website Prudential Financial

Job Description:

The Financial Professional Associate will participate in a comprehensive development program that is ongoing throughout their career and designed to offer many future career choices. Those choices include (among others) becoming a solution specialist, a fee based financial planner, or progressing into a leadership role and leading a team of advisors.

Job Responsibilities:

A successful Financial Professional Associate at Prudential Advisors can master the complexities of our industry. They will understand how changes in our industry and the world can affect the recommendations we make to our clients. A day in the life of a Financial Professional Associate may include the following:

  • Consult with clients to create needs-based solutions to help clients meet their financial goals by applying a combination of investment, protection and retirement planning strategies
  • Work in a team environment to assemble the best possible solutions for our clients
  • Delivering educational presentations or seminars to individuals or groups regarding a broad range of topics relevant to investment, retirement or protection options
  • Developing marketing strategies to continually engage existing clients and prospect for potential clients
  • Establish financial plans for clients as a licensed financial planner
  • Build a loyal client base by networking, target marketing and excellent customer service
  • Analyzing information gathered from client meetings and developing proposed solutions
  • Assist existing Prudential clients through our lead generation programs
  • Ensuring that all work abides by compliance standards set forth by the industry’s regulatory bodies as well as Prudential Advisors
  • Conducting outreach to existing clients to ensure their portfolios are current and satisfactory to meet their individual needs and goals

Job Requirements:

Prudential Advisors, one of the Prudential Financial Companies, is looking for individuals who are committed to making an impact in the lives of the people with whom we work. Because of our comprehensive training and development program, no prior knowledge of the financial services industry is required, but prior exposure to the industry and the career is a plus. We are seeking individuals with these attributes:

  • Self-starter
  • Entrepreneurial mindset
  • Customer service champion
  • Engaging and compelling communicator and negotiator
  • Problem solver
  • Life-long student (seeks continued education and professional development)
  • Critical thinker
  • Prior sales experience is a plus
  • College degree a plus but equivalent work/life experience will be considered. A high school diploma or GED equivalent is required

Job Details:

Company: Prudential Financial

Vacancy Type:  Full Time

Job Functions: Sales

Job Location: New York, NY, US

Application Deadline: N/A

Apply Here